Franklin Resources
AX icon

Franklin Resources’s Axos Financial AX Stock Holding History

Franklin Resources’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.6M Sell
714,462
-40,532
-5% -$3.65M 0.02% 575
2026
Q1 		$64.2M Buy
754,994
+299,833
+66% +$27.3M 0.02% 571
2025
Q4 		$39.2M Buy
455,161
+40,983
+10% +$3.38M 0.01% 719
2025
Q3 		$35.1M Buy
414,178
+275,191
+198% +$24M 0.01% 766
2025
Q2 		$10.6M Sell
138,987
-12,523
-8% -$846K ﹤0.01% 1111
2025
Q1 		$9.78M Buy
151,510
+18,704
+14% +$1.27M ﹤0.01% 1110
2024
Q4 		$9.28M Sell
132,806
-10,527
-7% -$769K ﹤0.01% 1149
2024
Q3 		$9.3M Sell
143,333
-30,894
-18% -$2.03M ﹤0.01% 1156
2024
Q2 		$9.96M Buy
174,227
+152
+0.1% +$8.27K ﹤0.01% 1079
2024
Q1 		$9.41M Buy
174,075
+146,709
+536% +$7.72M ﹤0.01% 1102
2023
Q4 		$1.49M Sell
27,366
-28
-0.1% -$1.17K ﹤0.01% 1495
2023
Q3 		$1.04M Sell
27,394
-37
-0.1% -$1.56K ﹤0.01% 1610
2023
Q2 		$1.08M Buy
+27,431
New +$1.06M ﹤0.01% 1618

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources's AX Position: Q2 2026 in Review

Franklin Resources reduced its Axos Financial (AX) stake by 5.4% in Q2 2026, selling an estimated $3.65M and leaving 714,462 shares worth $69.6M. The position accounts for 0.02% of the portfolio, ranked #575.

Franklin Resources first reported a position in AX in Q2 2023 and has held it in 13 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Franklin Resources held 714,462 shares of Axos Financial worth $69.6M as of Q2 2026.
  • Franklin Resources sold 40,532 Axos Financial shares in Q2 2026, an estimated $3.65M.
  • Axos Financial made up 0.02% of Franklin Resources's portfolio in Q2 2026, its #575 holding.
  • Franklin Resources first reported a position in Axos Financial in Q2 2023 and has held it in 13 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.